AI

ArchPoint Investors Portfolio holdings

AUM $365M
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.6M
3
+$332K
4
MSFT icon
Microsoft
MSFT
+$1.02K
5
BRDS
Bird Global, Inc.
BRDS
+$2

Top Sells

1
+$595K
2
+$240K
3
+$116K
4
AMZN icon
Amazon
AMZN
+$15.6K
5
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$14.5K

Sector Composition

1 Communication Services 30.56%
2 Consumer Discretionary 18.4%
3 Energy 13.72%
4 Healthcare 10.52%
5 Technology 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.72%
47,400
-275
27
$1.71M 0.66%
20,487
-78
28
$1.68M 0.65%
115,974
-1,000
29
$1.47M 0.57%
36,800
30
$1.45M 0.56%
31,267
31
$1.29M 0.5%
4,500
32
$1.23M 0.47%
5,000
33
$899K 0.35%
11,500
34
$813K 0.31%
2,389
+3
35
$789K 0.31%
27,600
-20,800
36
$775K 0.3%
2,700
37
$754K 0.29%
14,575
38
$754K 0.29%
44,158
39
$743K 0.29%
115,055
40
$738K 0.29%
21,080
-120
41
$674K 0.26%
3,473
42
$614K 0.24%
1,660
-650
43
$574K 0.22%
33,000
44
$525K 0.2%
5,885
-80
45
$467K 0.18%
4,350
46
$417K 0.16%
37,886
47
$387K 0.15%
13,329
48
$357K 0.14%
30,000
49
$356K 0.14%
64,200
50
$332K 0.13%
+69,728
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